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今早,库克画下另一张大饼
AppleApple(US:AAPL) 虎嗅APP·2025-06-10 00:16

Core Viewpoint - The article discusses Apple's recent WWDC 2025 event, highlighting the company's slow progress in AI and the introduction of new design elements in its operating systems, particularly the Liquid Glass concept in iOS 26, while questioning the effectiveness of these changes in meeting user demands and the competitive landscape in AI [4][6][23]. Group 1: AI and Market Position - Apple's stock has dropped approximately 20% this year, making it the worst performer among the "Big Seven" in the U.S. stock market, raising concerns about its ability to regain a competitive edge in AI [4]. - During WWDC 2025, Apple did not showcase significant advancements in its AI capabilities, with the presentation of the "Live Translation" feature failing to impress compared to competitors [6][11]. Group 2: Liquid Glass Design Concept - The Liquid Glass design language introduced in iOS 26 is described as a semi-transparent material that enhances visual effects by reflecting and refracting the surrounding environment [7][10]. - The new design brings dynamic light and shadow effects, allowing for a more lively interface compared to the static nature of previous designs [10][11]. - The article suggests that the enhancements in iOS 26 may not meet the high expectations set by the previous iOS 7 release, which was more user-driven [11][12]. Group 3: Space Computing and Future Directions - Apple is focusing on "space computing," with the Vision Pro headset leading this initiative, although its current sales figures are relatively low at 400,000 to 500,000 units [15][22]. - The integration of Liquid Glass aims to create a consistent user experience across 2D and 3D interfaces, addressing the challenges of interaction between different dimensions [19][20]. Group 4: iPadOS and macOS Enhancements - iPadOS 26 introduces significant upgrades, including window control buttons and a top menu bar similar to macOS, enhancing productivity features [23][26]. - macOS 26 integrates shortcuts, Spotlight, and Apple Intelligence, allowing users to execute functions using natural language, which reflects a shift towards more user-friendly interfaces [27][28]. - The article raises concerns about whether these enhancements could cannibalize the MacBook Air's market position, given the overlap in functionality [26].